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Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Payout

Edelweiss · Mid Cap
High
₹14.98
Current NAV
23 Oct 2026
-13.6%
1Y Return
8.1%
3Y CAGR
17.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.41%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.81
Sharpe Ratio
1.01
Beta
0.81
Alpha
0.90
Sortino
Fund Details
Fund House Edelweiss
Category Mid Cap
AUM ₹3860 Cr
Expense Ratio 0.41%
Min SIP ₹500
Min Lumpsum ₹1000
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